See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,859 | $109,881-41.9% | $150,045-57.4% | $84,808-24.7% |
| Participation rate | 98.2% | 76.1%+22.1pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 20.31% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,404 | $3,561-32.5% | $4,693-48.8% | $2,631-8.6% |
| Participant deferral / active EE | $10,780 | $6,636+62.4% | $7,997+34.8% | $4,212+156.0% |
| Admin fee / account holder | $4,219 | $8,568-50.8% | $13,435-68.6% | $7,344-42.5% |